Comment by senordevnyc
19 hours ago
No, the point is that US demand is what's driving up GPU prices, as GP asserted. Europe's purchases are a rounding error. And even then, most of the data centers under construction in the EU are from American companies.
The US has never cancelled as many data center projects as now.
this is a fun comparison, so I ran the numbers - in the US the cancelations alone are as big as Europe's entire planned buildout (~11 GW), or almost 3x of what is currently under construction (~3.8 GW)
Not nearly as many as you’d think from news headlines: https://newsletter.semianalysis.com/p/datacenters-2027-the-y...
Your link doesn't speak of cancellations only about a certain GW worth of data centres being built but that are not operational.
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A rounding error is taken to be sub 1%. Anyway, I shouldn't engage, good luck.